Summit Global Investments’s Bank of New York Mellon BNY Stock Holding History

Summit Global Investments’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Buy	10,986 +2,809	+34%	+$384K	0.09%	119
2026 Q1	$970K	Sell	8,177 -4,498	-35%	-$535K	0.06%	198
2025 Q4	$1.47M	Sell	12,675 -4,296	-25%	-$475K	0.09%	124
2025 Q3	$1.85M	Buy	16,971 +1,661	+11%	+$169K	0.11%	110
2025 Q2	$1.4M	Sell	15,310 -33,544	-69%	-$2.85M	0.08%	143
2025 Q1	$4.1M	Buy	+48,854	New	+$4.11M	0.3%	55
2024 Q4	–	Sell	-14,193	Closed	-$1.02M	–	538
2024 Q3	$1.02M	Sell	14,193 -3,373	-19%	-$222K	0.07%	240
2024 Q2	$1.05M	Sell	17,566 -8,465	-33%	-$490K	0.07%	234
2024 Q1	$1.5M	Buy	+26,031	New	+$1.43M	0.11%	134
2023 Q4	–	Sell	-6,675	Closed	-$285K	–	516
2023 Q3	$285K	Sell	6,675 -219,106	-97%	-$9.76M	0.02%	430
2023 Q2	$10.1M	Sell	225,781 -4,097	-2%	-$176K	0.67%	34
2023 Q1	$10.4M	Buy	+229,878	New	+$11.1M	0.81%	25

Other funds holding BNY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Global Investments's BNY Position: Q2 2026 in Review

Summit Global Investments increased its Bank of New York Mellon (BNY) stake by 34% in Q2 2026, buying an estimated $384K and bringing the position to 10,986 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #119.

Summit Global Investments first reported a position in BNY in Q1 2023 and has held it in 12 quarters since. The position peaked at $10.4M in Q1 2023. 1,882 funds tracked by Wall St. Rank hold BNY as of Q2 2026.

Summit Global Investments held 10,986 shares of Bank of New York Mellon worth $1.59M as of Q2 2026.
Summit Global Investments bought 2,809 Bank of New York Mellon shares in Q2 2026, an estimated $384K.
Bank of New York Mellon made up 0.09% of Summit Global Investments's portfolio in Q2 2026, its #119 holding.
Summit Global Investments first reported a position in Bank of New York Mellon in Q1 2023 and has held it in 12 quarters since.
Summit Global Investments's Bank of New York Mellon position peaked at $10.4M in Q1 2023.
1,882 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.